401(k) · DOL Form 5500 · 2023

Emergeortho PA 401(k) Plan

Data updated 2026-08-25

$184M
Total assets Near avg plan size
935
Participants Near avg headcount
94th
Percentile by assets National rank
$196,417
Avg per participant Above avg balance/head
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Official DOL plan name: Emergeortho PA Retirement Plan · Sponsored by Emergeortho PA · North Carolina · Healthcare & Social Assistance

$184M in assets, 935 participants

Emergeortho PA's Emergeortho PA Retirement Plan reported $184M in total assets and 935 participants in its 2023 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #16,811 in Healthcare & Social Assistance (17,684 peers)

Where Emergeortho PA Retirement Plan sits by assets

Emergeortho PA Retirement Plan sits in the top 10% of all filed plans by assets, $184M for 935 participants (~$196,417/participant), up 23.0% in 2023.

#16,811
in Healthcare & Social Assistance (17,684 peers)
+23.0%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Emergeortho PA Retirement Plan's outsized position by total assets

Emergeortho PA Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$183,649,694 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Emergeortho PA Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emergeortho PA Retirement Plan sits mid-pack in the medium band (935 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emergeortho PA Retirement Plan reported net income rose from -$27M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Emergeortho PA Retirement Plan reported participants fell from 1,835 in the plan year 2022 filing to 935 in the plan year 2023 filing.
  • Emergeortho PA Retirement Plan end-of-year assets rose from $149M in the plan year 2022 filing to $184M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561079264 · Emergeortho PA PY 2023 · 401(k)

Emergeortho PA Retirement Plan · $184M · 935 · 94th

  • PCT $184M
  • EIN 935
  • RANK 94th
  • PHOTO 401(k)
  • IND near Rohde & Schwarz, Inc. Savings Plan
  • EOY ind #16811

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Emergeortho PA Retirement Plan in the asset neighbourhood

Datadog 401(k) Plan$184MW. B. Mason Company Retirement 401(k) Plan & TrustW. B. Mason Company Retireme…$184MEmergeortho PA Retirement PlanEmergeortho PA Retirement Pl…$184MRohde & Schwarz, Inc. Savings PlanRohde & Schwarz, Inc. Saving…$184MAmerican Crystal Sugar Company 401(k) Partnership PlanAmerican Crystal Sugar Compa…$184M
End-of-year total assets ($M) among Emergeortho PA Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$149M
Net Assets (End of Year)$184M
Net Income$33M
Employer EIN561079264
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emergeortho PA)

Sponsor-wide plan assets over time

All Emergeortho PA plans reported in each filing year

Latest sponsor-wide plan assets
$275M 45.872491866888495% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $188M $275M ▲ +45.9%
Year Plans Participants Total Assets
2022 2 1,835 $188M
2023 2 2,053 $232M
2024 2 2,176 $275M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Emergeortho PA Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Emergeortho PA Retirement Plan, Total assets ($B): 0.183649694 · Participants: 935Emergeortho PA Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Emergeortho PA Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Emergeortho PA Retirement Plan side-by-side with 3 peers →

Emergeortho PA Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Rohde & Schwarz, Inc. Savings Plan in MD ($184M); by covered participants it is Crystal Creamery 401(k) Plan in CA (935 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($184M here).

Similar participant headcount

Nearest other-state filings by covered participants (935 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Emergeortho PA Retirement Plan assets move in 2023? ▼
Emergeortho PA Retirement Plan grew sharply - up 23.0% during 2023, from $149M to $184M. Reported net income was $33M.
How have Emergeortho PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emergeortho PA's sponsor-wide assets grew 45.9%, from $188M to $275M.
Where does Emergeortho PA Retirement Plan rank by assets among Form 5500 filers? ▼
Emergeortho PA Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Emergeortho PA Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rohde & Schwarz, Inc. Savings Plan in MD ($184M, 668 participants).
Which 401(k) plans cover a similar participant headcount to Emergeortho PA Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crystal Creamery 401(k) Plan in CA (935 participants, $29M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561079264.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.